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State Street SPDR S&P Dividend ETF

876 hedge funds and large institutions have $7.13B invested in State Street SPDR S&P Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 320 increasing their positions, 301 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 60

6% more funds holding in top 10

Funds holding in top 10: 4750 (+3)

2% more funds holding

Funds holding: 863876 (+13)

6% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 301

2% more capital invested

Capital invested by funds: $6.98B → $7.13B (+$157M)

1% less call options, than puts

Call options by funds: $6.7M | Put options by funds: $6.76M

2.66% less ownership

Funds ownership: 41.06%38.39% (-2.7%)

Holders
876
Holders Change
+13
Holders Change %
+1.51%
% of All Funds
15.38%
Holding in Top 10
50
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.38%
% of All Funds
0.88%
New
83
Increased
320
Reduced
301
Closed
60
Calls
$6.7M
Puts
$6.76M
Net Calls
-$61K
Net Calls Change
+$728K
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$45.8M +$106K +944 +0.2%
UCFA
27
United Capital Financial Advisors
Texas
$45.7M +$500K +4,458 +1%
BCI
28
Brinker Capital Investments
Pennsylvania
$43.3M +$35M +312,335 +570%
ETC
29
Exchange Traded Concepts
Oklahoma
$40M -$1.16M -10,377 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$38.9M +$4.61M +41,160 +14%
Goldman Sachs
31
Goldman Sachs
New York
$37.9M -$4.29M -38,296 -11%
TPCW
32
TD Private Client Wealth
New York
$35.5M +$1.27M +11,289 +4%
BFS
33
Bard Financial Services
Connecticut
$34.7M -$2.04M -18,218 -6%
CAAS
34
Capital Asset Advisory Services
Michigan
$34.6M +$386K +3,442 +1%
GWM
35
Geneos Wealth Management
Colorado
$34.3M -$497K -4,436 -2%
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$34.2M +$11.5M +102,467 +55%
FCH
37
Freestone Capital Holdings
Washington
$33.6M -$2.81M -25,088 -8%
MCM
38
MAI Capital Management
Ohio
$32.5M +$1.39M +12,439 +5%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$32.2M +$8.7M +77,603 +40%
BUB
40
BBVA USA Bancshares
Texas
$28.3M -$8.04M -71,734 -23%
SC
41
Scotia Capital
Ontario, Canada
$27.8M -$568K -5,063 -2%
ODG
42
O'Dell Group
Ohio
$27.2M +$1M +8,962 +4%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$26.8M -$19.3K -172 -0.1%
KA
44
Klingman & Associates
New York
$26.7M +$697K +6,213 +3%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$26.4M +$268K +2,391 +1%
BF
46
BOK Financial
Oklahoma
$25.9M -$188K -1,681 -0.8%
CAN
47
Cetera Advisor Networks
California
$25.2M +$2.67M +23,795 +13%
KAS
48
Kestra Advisory Services
Texas
$24.4M -$26.6M -237,572 -53%
FIA
49
Foundations Investment Advisors
Arizona
$24M +$4.78M +42,644 +27%
ERWM
50
Elk River Wealth Management
Colorado
$22.1M +$2.9M +25,877 +16%

SDY Hedge Fund Activity: Q1 2021 in Review

876 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Dividend ETF (SDY) for Q1 2021, worth a combined $7.13B — up 2.3% from $6.98B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SDY positions and 60 closed out — a net gain of 23 holders — while 320 added to existing stakes and 301 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $35.2M. The largest seller was Raymond James & Associates, cutting an estimated $414M.

  • 876 institutional investors held State Street SPDR S&P Dividend ETF (SDY) as of Q1 2021, up from 863 in Q4 2020.
  • Funds reported $7.13B of State Street SPDR S&P Dividend ETF stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P Dividend ETF positions in Q1 2021 and 60 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P Dividend ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $35.2M added.
  • The largest State Street SPDR S&P Dividend ETF seller in Q1 2021 was Raymond James & Associates, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2021.